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Morningstar

Lyrical US VALUE ETF USVT

Morningstar Medalist Rating
Medalist Rating as of | See Lyrical Partners Investment Hub

Morningstar’s Analysis USVT

Will USVT outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable USVT’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the USVT management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of USVT’s parent organization’s priorities and whether they’re in line with investors’ interests.

Lyrical US VALUE ETF's Average People Pillar and Process Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the lowest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings USVT

More USVT Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 7.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Us Dollars

1.51 89,722
Cash and Equivalents

Vistra Corp

0.85 50,458
Utilities

AppLovin Corp Ordinary Shares - Class A

0.82 48,921
Technology

Dell Technologies Inc Ordinary Shares - Class C

0.72 42,944
Technology

NRG Energy Inc

0.70 41,556
Utilities

Anglogold Ashanti PLC

0.68 40,450
Basic Materials

Allison Transmission Holdings Inc

0.67 39,571
Consumer Cyclical

PBF Energy Inc Class A

0.66 39,230
Energy

Permian Resources Corp Class A

0.64 37,851
Energy

Diamondback Energy Inc

0.64 37,816
Energy